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Portfolio (Quarterly) Guide ↗

Core Wealth Partners LLC

· CIK 0001965078
13F Portfolio $235M AUM 191 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 37 Added 59 Reduced 14 Exited
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 14,226.0 $1.6M 0.69% -3K -19.1% $113.26 -5.4%
22 AGG ISHARES TR 15,948.0 $1.6M 0.67% -10K -37.8% $98.98 -2.0%
23 TBLL INVESCO EXCH TRADED FD TR II 14,156.0 $1.5M 0.64% -1K -6.7% $105.57 +0.1%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 5,074.0 $1.4M 0.61% -91.0 -1.8% $281.20 -16.5%
25 META META PLATFORMS INC Communication Services 2,458.0 $1.4M 0.59% -506.0 -17.1% $563.30 +9.5%
26 LLY ELI LILLY & CO Healthcare 1,132.0 $1.4M 0.58% -381.0 -25.2% $1199.72 -4.3%
27 ORCL ORACLE CORP Technology 9,181.0 $1.3M 0.57% -1K -13.9% $146.55 +8.4%
28 PG PROCTER & GAMBLE CO Consumer Defensive 7,818.0 $1.1M 0.49% -1K -11.7% $146.64 -0.1%
29 NFLX NETFLIX INC. Communication Services 15,852.0 $1.1M 0.48% -452.0 -2.8% $71.40 +9.6%
30 MA MASTERCARD INCORPORATED Financial Services 1,911.0 $982K 0.42% -464.0 -19.5% $513.61 +12.8%
31 TOPT ISHARES TR 28,651.0 $943K 0.40% -7K -18.6% $32.92 +3.4%
32 FLQL FRANKLIN TEMPLETON ETF TR 11,664.0 $913K 0.39% -2K -12.2% $78.28 +0.9%
33 SYY SYSCO CORP Consumer Defensive 10,279.0 $859K 0.37% -635.0 -5.8% $83.58 -4.2%
34 IEF ISHARES TR 7,201.0 $681K 0.29% -1K -16.4% $94.57 -2.5%
35 FIRST TR EXCHANGE TRADED FD 27,178.0 $648K 0.28% -7K -20.8% $23.85
36 SCHZ SCHWAB STRATEGIC TR 27,540.0 $637K 0.27% -79K -74.2% $23.13 -2.0%
37 LMT LOCKHEED MARTIN CORP Industrials 1,250.0 $637K 0.27% -48.0 -3.7% $509.42 +3.1%
38 FIRST TR EXCHANGE TRADED FD 28,054.0 $620K 0.26% -10K -25.8% $22.09
39 HD HOME DEPOT INC Consumer Cyclical 1,705.0 $601K 0.26% -271.0 -13.7% $352.63 -9.0%
40 USFR WISDOMTREE TR 11,230.0 $565K 0.24% -2K -12.9% $50.35 +0.1%
Page 2 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.8%
Industrials 24.3%
Financial Services 11.9%
Healthcare 7.5%
Consumer Defensive 6.4%
Consumer Cyclical 6.3%
Communication Services 6.0%
Energy 4.1%
Real Estate 0.7%
Basic Materials 0.6%